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iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

1,238 hedge funds and large institutions have $36.7B invested in iShares MSCI USA Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 513 increasing their positions, 427 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,238
Holders Change
+81
Holders Change %
+7%
% of All Funds
17.94%
Holding in Top 10
228
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+10.14%
% of All Funds
3.3%
New
151
Increased
513
Reduced
427
Closed
54
Calls
$6M
Puts
$875K
Net Calls
+$5.12M
Net Calls Change
+$3.49M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$161M
2
Wells Fargo
Wells Fargo
California
+$152M
3
Bank of America
Bank of America
North Carolina
+$134M
4
3AM
3EDGE Asset Management
Florida
+$101M
5
HighTower Advisors
HighTower Advisors
Illinois
+$81.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.25B
2
Osaic Holdings
Osaic Holdings
Arizona
-$293M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$95.7M
4
BTI
Blue Trust Inc
Georgia
-$82.6M
5
MGW
MB Generational Wealth
Washington
-$80.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1076
MBA Advisors
Pennsylvania
$210K -$32.7K -199 -13%
OPCM
1077
Osborne Partners Capital Management
California
$210K -$18.6K -113 -8%
FMC
1078
First Merchants Corp
Indiana
$209K +$209K +1,271 New
NCFG
1079
New Century Financial Group
New Jersey
$209K +$209K +1,270 New
PBF
1080
Petix & Botte Financial
California
$208K -$15.3K -93 -7%
SFC
1081
SYM Financial Corp
Indiana
$207K – – –
Vanguard Group
1082
Vanguard Group
Pennsylvania
$206K +$206K +1,251 New
GFG
1083
Goldstone Financial Group
Illinois
$203K +$203K +1,237 New
EAM
1084
Empirical Asset Management
Massachusetts
$203K +$203K +1,235 New
MAG
1085
M3 Advisory Group
Massachusetts
$203K +$203K +1,234 New
WA
1086
Waverly Advisors
Alabama
$202K +$202K +1,231 New
GC
1087
Garde Capital
Washington
$202K – – –
RBCM
1088
Raub Brock Capital Management
California
$202K +$202K +1,229 New
SAI
1089
Savvy Advisors Inc
New York
$202K +$202K +1,228 New
PS
1090
Planned Solutions
California
$201K – – –
EWM
1091
Evermay Wealth Management
Virginia
$201K – – –
CHA
1092
Carmichael Hill & Associates
Maryland
$201K +$133K +807 +194%
ZB
1093
Zions Bancorporation
Utah
$201K – – –
BSB
1094
Bangor Savings Bank
Maine
$198K – – –
HPC
1095
HM Payson & Co
Maine
$197K -$28.1K -171 -12%
TWP
1096
TFO Wealth Partners
Ohio
$195K – – –
M
1097
MOTCO
Texas
$194K – – –
PGAM
1098
Princeton Global Asset Management
New Jersey
$192K – – –
GI
1099
GAMMA Investing
California
$191K +$48.2K +293 +34%
TAM
1100
Tucker Asset Management
Colorado
$191K +$124K +754 +184%
42 43
44
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